Solutions / Infrastructure Finance
Multi-party deals.
One workspace.
Dozens of parties, hundreds of documents, review cycles measured in months. CORE keeps the full transaction organized from diligence through committee approval.
The problem
Long-dated deals outgrow general-purpose tools
Infrastructure transactions involve dozens of parties, hundreds of documents, and review cycles measured in months. Email threads and shared drives weren't built for this.
Multi-party coordination across email and shared drives
Deal milestones tracked in separate project management tools
Version control that breaks down across lengthy review cycles
Committee packets assembled manually from multiple sources
How CORE solves it
A workspace that matches deal complexity
Instead of coordinating across email, shared drives, and separate project tools, your team works from a single deal workspace built for the complexity.
Every stage visible at a glance
Visual milestone progression tracks where each deal stands. Stage gates ensure nothing moves forward without the right approvals. Multi-month transactions stay organized.
Everyone in one workspace, not one email chain
Multiple analysts, legal counsel, environmental consultants, and borrower contacts—all with appropriate access and visibility. Deal channels keep communication tied to the transaction.
Draft two vs. draft seven — instantly
Long review cycles mean multiple memo versions. CORE tracks every version, every change, every comment. Compare versions side by side. Know exactly what changed between credit committee draft two and draft seven.
One click, not one afternoon
Generate the memo, download the data room, export financials — all from the same workspace. No chasing files across shared drives, email, and separate project tools. The committee package comes together in minutes because the source material is already organized.
Deal milestones
Term Sheet Executed
- Structure agreed
- Parties identified
- Program selected
Diligence Complete
- All documents collected
- Classified and indexed
- Reviews assigned
Analysis Approved
- Financial models validated
- Risk assessment complete
- Evidence linked
Committee Approval
- Memo reviewed
- Citations verified
- Approval recorded
Deal Closed
- Documents executed
- Conditions cleared
- Audit trail sealed
Term Sheet Executed
- Structure agreed
- Parties identified
- Program selected
Diligence Complete
- All documents collected
- Classified and indexed
- Reviews assigned
Analysis Approved
- Financial models validated
- Risk assessment complete
- Evidence linked
Committee Approval
- Memo reviewed
- Citations verified
- Approval recorded
Deal Closed
- Documents executed
- Conditions cleared
- Audit trail sealed
See how a long-dated deal stays organized
Walk through a multi-party, long-dated transaction in CORE. We'll show you milestone tracking, version control, and committee packet assembly with your deal structure in mind.